Aureus Asset Management’s Bloom Energy BE Stock Holding History

Aureus Asset Management’s Portfolio BE Stock Details BE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Sell	3,683 -866	-19%	-$222K	0.07%	115
2026 Q1	$616K	Buy	+4,549	New	+$668K	0.04%	140

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Aureus Asset Management's BE Position: Q2 2026 in Review

Aureus Asset Management reduced its Bloom Energy (BE) stake by 19% in Q2 2026, selling an estimated $222K and leaving 3,683 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #115.

Aureus Asset Management first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Aureus Asset Management held 3,683 shares of Bloom Energy worth $1.11M as of Q2 2026.
Aureus Asset Management sold 866 Bloom Energy shares in Q2 2026, an estimated $222K.
Bloom Energy made up 0.07% of Aureus Asset Management's portfolio in Q2 2026, its #115 holding.
Aureus Asset Management first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Aureus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.